Need to Reduce Healthcare & Life Science Administrative Costs?

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Start by streamlining your data.

Is your Salesforce® data inaccurate, hard to find, and difficult to relate? If your organization is wasting time on bad data, it’s not only frustrating for users, it’s adding costs.

“The high cost of health care in the United States is indeed closely tied to inefficiencies in data management, particularly in administrative processes. Administrative costs make up a significant portion of health care spending, with outdated methods like manual data exchanges and reliance on paper-based systems. These manual processes not only add unnecessary time and complexity but also increase the likelihood of errors that further drive up costs,” explains the Medical Economics article: “All health care problems are data problems.”

“Automating and standardizing data exchanges — such as those around medical approval and billing processes — could significantly impact providers’ overhead costs,” adds the Medical Economics article.

Streamlining data practices can open up resources that had previously been spent on redundant tasks, free up time for focusing on patient care, and save costs. And when it comes to Salesforce data, it helps users when they can quickly and easily relate objects, like hospitals to networks or to create parent-child hierarchies for billing.

Overcoming CPQ Pricing Challenges without Writing Apex Code

Kipu Health strives to empower organizations, their teams, and patients to thrive, and data is extremely important to them. They had some fairly complex pricing in CPQ, but they were running into issues having the right fields populated for the correct rules to trigger on. “Moving the rollups needed to Rollup Helper got the calculations to work just like I needed to,” said Brie Collins, Kipu’s Senior Salesforce Administrator.

“I was able to get our CPQ pricing done without having to use custom code. I am not an Apex developer, so this is a great asset for our company to be able to manage and admin our org with the current head count,” added Brie. (Read the full story: Rollup Helper Simplifies CPQ Calculation Process for Kipu Health.)

Reducing the Need for Flow Automation

Benecon is an organization that helps companies create and manage their own custom health plans. Katie Watts, CRM and Analytics Manager at Benecon, said that one of their use cases for Rollup Helper is rolling up Closed/Won Opportunity data onto their partner accounts, so they can see how their partners are performing. “Since the partner field on the opportunity is only a lookup, this wasn’t possible before,” said Katie.

"Without this tool we’d have to build a lot of flow automation around various record changes in order to calculate record numbers, currency totals, latest dates, etc. to parent records without a master-detail relationship. Additional processes would be time consuming and make our org more complex to maintain,” she said. (Read the full story: Benecon Leverages Rollup Helper for Multiple Time-Saving Use Cases.)

Creating a New Business Process & Integrating Financials

When a global research-focused pharmaceutical company needed a solution that would help them create a new business process from two older systems as well as their accounting system, we created an integration for their financials that included invoices with separation between internal and external expenses. We developed a solution using Milestones PM+, Rollup Helper, and our Development Services team.

The solution included a complex accounting system with the ability to rollover billing from year to year. The use of Rollup Helper empowers their team with real-time information, so they spend less time tracking down data with unnecessary reports. (Read the full story: Custom Process Management Solution for Pharmaceutical Company.)

Need to Reduce Healthcare & Life Science Administrative Costs?

Start by streamlining your data.

Overcoming CPQ Pricing Challenges without Writing Apex Code

Reducing the Need for Flow Automation

Creating a New Business Process & Integrating Financials

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